Examples Library

Overview

These examples show how to use Rules for real business scenarios. Each example includes the complete facts, rules, and output, with explanations of key patterns used.

Copy and customize: These are production-ready examples. Copy the entire facts and rules objects, then modify them for your specific business needs.

E-commerce: Checkout Pricing

Calculate final pricing for an e-commerce checkout with tiered discounts, shipping, and tax.

Business Context

An online store needs to:

Apply volume discounts (5% at $50, 10% at $100, 15% at $200)
Calculate shipping ($0 if order > $50, otherwise $7.99)
Apply state tax based on shipping location
Show formatted prices for display

Implementation

{
  "cartItems.value": [
    { "name": "Widget A", "price": 29.99, "quantity": 2 },
    { "name": "Widget B", "price": 49.99, "quantity": 1 },
    { "name": "Widget C", "price": 19.99, "quantity": 1 }
  ],
  "shippingState.value": "CA",
  "customerTier.value": "silver"
}

{
  "prices.value": {
    "operator": "jPath",
    "input": ["@fact:cartItems.value", "$[*].price"]
  },
  "quantities.value": {
    "operator": "jPath",
    "input": ["@fact:cartItems.value", "$[*].quantity"]
  },
  "lineTotals.value": {
    "operator": "*",
    "input": ["@fact:prices.value", "@fact:quantities.value"]
  },
  "subtotal.value": {
    "operator": "+",
    "input": "@fact:lineTotals.value"
  },
  "volumeDiscount.value": [
    {
      "condition": {
        "operator": ">=",
        "input": ["@fact:subtotal.value", 200]
      },
      "outcome": 0.15
    },
    {
      "condition": {
        "operator": "between",
        "input": ["@fact:subtotal.value", 100, 200, "INCLUSIVE_LEFT"]
      },
      "outcome": 0.10
    },
    {
      "condition": {
        "operator": "between",
        "input": ["@fact:subtotal.value", 50, 100, "INCLUSIVE_LEFT"]
      },
      "outcome": 0.05
    },
    {
      "outcome": 0
    }
  ],
  "tierDiscount.value": {
    "operator": "map",
    "input": [
      "@fact:customerTier.value",
      {
        "bronze": 0,
        "silver": 0.05,
        "gold": 0.10,
        "platinum": 0.15
      },
      0
    ]
  },
  "bestDiscount.value": {
    "operator": "max",
    "input": ["@fact:volumeDiscount.value", "@fact:tierDiscount.value"]
  },
  "discountAmount.value": {
    "operator": "*",
    "input": ["@fact:subtotal.value", "@fact:bestDiscount.value"]
  },
  "subtotalAfterDiscount.value": {
    "operator": "-",
    "input": ["@fact:subtotal.value", "@fact:discountAmount.value"]
  },
  "shippingCost.value": [
    {
      "condition": {
        "operator": ">=",
        "input": ["@fact:subtotalAfterDiscount.value", 50]
      },
      "outcome": 0
    },
    {
      "outcome": 7.99
    }
  ],
  "taxRate.value": {
    "operator": "map",
    "input": [
      "@fact:shippingState.value",
      {
        "CA": 0.0725,
        "NY": 0.08,
        "TX": 0.0625,
        "FL": 0.06
      },
      0.05
    ]
  },
  "taxAmount.value": {
    "operator": "*",
    "input": [
      {"operator": "+", "input": ["@fact:subtotalAfterDiscount.value", "@fact:shippingCost.value"]},
      "@fact:taxRate.value"
    ]
  },
  "orderTotal.value": {
    "operator": "+",
    "input": [
      "@fact:subtotalAfterDiscount.value",
      "@fact:shippingCost.value",
      "@fact:taxAmount.value"
    ]
  },
  "displaySubtotal.value": {
    "operator": "stringTemplate",
    "input": [
      "${{1}}",
      {"operator": "numberFormat", "input": ["@fact:subtotal.value", 2]}
    ]
  },
  "displayDiscount.value": {
    "operator": "stringTemplate",
    "input": [
      "-${{1}}",
      {"operator": "numberFormat", "input": ["@fact:discountAmount.value", 2]}
    ]
  },
  "displayTotal.value": {
    "operator": "stringTemplate",
    "input": [
      "${{1}}",
      {"operator": "numberFormat", "input": ["@fact:orderTotal.value", 2]}
    ]
  }
}

{
  "subtotal.value": 129.96,
  "volumeDiscount.value": 0.10,
  "tierDiscount.value": 0.05,
  "bestDiscount.value": 0.10,
  "discountAmount.value": 12.996,
  "subtotalAfterDiscount.value": 116.964,
  "shippingCost.value": 0,
  "taxRate.value": 0.0725,
  "taxAmount.value": 8.48,
  "orderTotal.value": 125.44,
  "displaySubtotal.value": "$129.96",
  "displayDiscount.value": "-$13.00",
  "displayTotal.value": "$125.44"
}

Key Patterns Used

Array processing with wildcards to calculate cart subtotal
Tiered discounts with conditional outcomes
Lookup tables for state tax rates
Conditional logic for free shipping threshold
String formatting for display values

CRM: Lead Scoring & Qualification

Score and qualify leads based on multiple criteria for sales prioritization.

Business Context

A B2B SaaS company needs to:

Score leads based on company size, industry, and engagement
Determine if lead is qualified (SQL - Sales Qualified Lead)
Assign priority level for follow-up
Calculate days until follow-up is needed

Implementation

{
  "companySize.value": "50-200",
  "industry.value": "technology",
  "jobTitle.value": "VP Engineering",
  "emailOpens.value": 5,
  "websiteVisits.value": 8,
  "pricingPageViews.value": 3,
  "demoRequested.value": true,
  "annualRevenue.value": 5000000,
  "createdDate.value": "2025-10-01T10:00:00Z"
}

{
  "companySizeScore.value": {
    "operator": "map",
    "input": [
      "@fact:companySize.value",
      {
        "1-10": 5,
        "11-50": 10,
        "50-200": 20,
        "201-1000": 30,
        "1000+": 25
      },
      0
    ]
  },
  "industryScore.value": {
    "operator": "map",
    "input": [
      "@fact:industry.value",
      {
        "technology": 20,
        "healthcare": 15,
        "finance": 15,
        "manufacturing": 10,
        "retail": 10
      },
      5
    ]
  },
  "titleScore.value": [
    {
      "condition": {
        "operator": "or",
        "input": [
          {"operator": "stringContains", "input": ["@fact:jobTitle.value", "VP"]},
          {"operator": "stringContains", "input": ["@fact:jobTitle.value", "Director"]},
          {"operator": "stringContains", "input": ["@fact:jobTitle.value", "Chief"]}
        ]
      },
      "outcome": 20
    },
    {
      "condition": {
        "operator": "stringContains",
        "input": ["@fact:jobTitle.value", "Manager"]
      },
      "outcome": 10
    },
    {
      "outcome": 5
    }
  ],
  "engagementScore.value": {
    "operator": "+",
    "input": [
      {"operator": "*", "input": ["@fact:emailOpens.value", 2]},
      {"operator": "*", "input": ["@fact:websiteVisits.value", 3]},
      {"operator": "*", "input": ["@fact:pricingPageViews.value", 5]}
    ]
  },
  "demoBonus.value": [
    {
      "condition": {
        "operator": "=",
        "input": ["@fact:demoRequested.value", true]
      },
      "outcome": 30
    },
    {
      "outcome": 0
    }
  ],
  "totalScore.value": {
    "operator": "+",
    "input": [
      "@fact:companySizeScore.value",
      "@fact:industryScore.value",
      "@fact:titleScore.value",
      "@fact:engagementScore.value",
      "@fact:demoBonus.value"
    ]
  },
  "isQualified.value": {
    "operator": "and",
    "input": [
      {"operator": ">=", "input": ["@fact:totalScore.value", 60]},
      {"operator": ">=", "input": ["@fact:annualRevenue.value", 1000000]}
    ]
  },
  "priority.value": [
    {
      "condition": {
        "operator": "and",
        "input": [
          "@fact:isQualified.value",
          {"operator": ">=", "input": ["@fact:totalScore.value", 80]}
        ]
      },
      "outcome": "Hot"
    },
    {
      "condition": {
        "operator": "and",
        "input": [
          "@fact:isQualified.value",
          {"operator": ">=", "input": ["@fact:totalScore.value", 60]}
        ]
      },
      "outcome": "Warm"
    },
    {
      "condition": {
        "operator": ">=",
        "input": ["@fact:totalScore.value", 40]
      },
      "outcome": "Nurture"
    },
    {
      "outcome": "Cold"
    }
  ],
  "followUpDays.value": {
    "operator": "map",
    "input": [
      "@fact:priority.value",
      {
        "Hot": 1,
        "Warm": 3,
        "Nurture": 7,
        "Cold": 14
      },
      7
    ]
  },
  "followUpDate.value": {
    "operator": "addDate",
    "input": [
      "@fact:createdDate.value",
      "@fact:followUpDays.value",
      "days"
    ]
  }
}

{
  "companySizeScore.value": 20,
  "industryScore.value": 20,
  "titleScore.value": 20,
  "engagementScore.value": 49,
  "demoBonus.value": 30,
  "totalScore.value": 139,
  "isQualified.value": true,
  "priority.value": "Hot",
  "followUpDays.value": 1,
  "followUpDate.value": "2025-10-02T10:00:00Z"
}

Key Patterns Used

Weighted scoring from multiple criteria
Lookup tables for size and industry scores
String matching for job title evaluation
Multi-condition qualification with AND/OR logic
Priority assignment based on score thresholds
Date calculations for follow-up scheduling

Customer Support: Ticket Routing & Prioritization

Automatically route and prioritize support tickets based on content and customer data.

Business Context

A customer support team needs to:

Determine ticket priority based on urgency words and customer tier
Calculate SLA deadline
Route to appropriate team
Flag tickets requiring manager attention

Implementation

{
  "subject.value": "URGENT: Payment processing error on checkout",
  "description.value": "Our customers cannot complete purchases. This is blocking all sales. Please help immediately.",
  "customerTier.value": "enterprise",
  "accountValue.value": 50000,
  "issuesLast30Days.value": 1,
  "category.value": "technical",
  "createdDate.value": "2025-10-09T14:30:00Z"
}

{
  "hasUrgentKeywords.value": {
    "operator": "or",
    "input": [
      {"operator": "stringContains", "input": ["@fact:subject.value", "URGENT"]},
      {"operator": "stringContains", "input": ["@fact:subject.value", "CRITICAL"]},
      {"operator": "stringContains", "input": ["@fact:description.value", "blocking"]},
      {"operator": "stringContains", "input": ["@fact:description.value", "down"]},
      {"operator": "stringContains", "input": ["@fact:description.value", "immediately"]}
    ]
  },
  "isHighValueCustomer.value": {
    "operator": ">=",
    "input": ["@fact:accountValue.value", 25000]
  },
  "isEnterpriseCustomer.value": {
    "operator": "=",
    "input": ["@fact:customerTier.value", "enterprise"]
  },
  "urgencyScore.value": {
    "operator": "+",
    "input": [
      [
        {
          "condition": "@fact:hasUrgentKeywords.value",
          "outcome": 40
        },
        {
          "outcome": 0
        }
      ],
      [
        {
          "condition": "@fact:isEnterpriseCustomer.value",
          "outcome": 30
        },
        {
          "outcome": 0
        }
      ],
      [
        {
          "condition": "@fact:isHighValueCustomer.value",
          "outcome": 20
        },
        {
          "outcome": 0
        }
      ],
      [
        {
          "condition": {
            "operator": ">=",
            "input": ["@fact:issuesLast30Days.value", 3]
          },
          "outcome": 10
        },
        {
          "outcome": 0
        }
      ]
    ]
  },
  "priority.value": [
    {
      "condition": {
        "operator": ">=",
        "input": ["@fact:urgencyScore.value", 60]
      },
      "outcome": "P1"
    },
    {
      "condition": {
        "operator": "between",
        "input": ["@fact:urgencyScore.value", 40, 60, "INCLUSIVE_LEFT"]
      },
      "outcome": "P2"
    },
    {
      "condition": {
        "operator": "between",
        "input": ["@fact:urgencyScore.value", 20, 40, "INCLUSIVE_LEFT"]
      },
      "outcome": "P3"
    },
    {
      "outcome": "P4"
    }
  ],
  "slaHours.value": {
    "operator": "map",
    "input": [
      "@fact:priority.value",
      {
        "P1": 1,
        "P2": 4,
        "P3": 24,
        "P4": 48
      },
      24
    ]
  },
  "slaDueDate.value": {
    "operator": "addDate",
    "input": [
      "@fact:createdDate.value",
      "@fact:slaHours.value",
      "hours"
    ]
  },
  "routingTeam.value": {
    "operator": "map",
    "input": [
      "@fact:category.value",
      {
        "technical": "Engineering",
        "billing": "Finance",
        "account": "Customer Success",
        "product": "Product Team"
      },
      "General Support"
    ]
  },
  "escalateToManager.value": {
    "operator": "or",
    "input": [
      {"operator": "=", "input": ["@fact:priority.value", "P1"]},
      {
        "operator": "and",
        "input": [
          "@fact:isEnterpriseCustomer.value",
          {"operator": ">=", "input": ["@fact:issuesLast30Days.value", 3]}
        ]
      }
    ]
  },
  "tags.value": {
    "operator": "generateArray",
    "input": [
      [
        {"operator": "=", "input": ["@fact:priority.value", "P1"]},
        "urgent"
      ],
      [
        "@fact:isEnterpriseCustomer.value",
        "enterprise"
      ],
      [
        "@fact:escalateToManager.value",
        "manager-review"
      ],
      [
        {"operator": "stringContains", "input": ["@fact:subject.value", "payment"]},
        "payment"
      ],
      [
        {"operator": "stringContains", "input": ["@fact:subject.value", "checkout"]},
        "checkout"
      ]
    ]
  }
}

{
  "hasUrgentKeywords.value": true,
  "isHighValueCustomer.value": true,
  "isEnterpriseCustomer.value": true,
  "urgencyScore.value": 90,
  "priority.value": "P1",
  "slaHours.value": 1,
  "slaDueDate.value": "2025-10-09T15:30:00Z",
  "routingTeam.value": "Engineering",
  "escalateToManager.value": true,
  "tags.value": ["urgent", "enterprise", "manager-review", "payment", "checkout"]
}

Key Patterns Used

Text analysis with string matching for urgency detection
Weighted scoring from multiple factors
Priority calculation with threshold-based assignment
SLA deadline calculation with date operations
Dynamic routing based on ticket category
Automatic tagging with generateArray pattern

Marketing: Campaign Eligibility

Determine which marketing campaigns a customer is eligible for based on their profile and behavior.

Business Context

A marketing team needs to:

Check eligibility for multiple campaigns
Calculate discount offers
Generate personalized recommendations
Track campaign assignments

Implementation

{
  "customerId.value": "C12345",
  "totalPurchases.value": 8,
  "lifetimeValue.value": 1250,
  "daysSinceLastPurchase.value": 45,
  "emailEngagementRate.value": 0.35,
  "preferredCategory.value": "electronics",
  "hasAppInstalled.value": false,
  "birthdayMonth.value": 10,
  "currentMonth.value": 10
}

{
  "isLoyalCustomer.value": {
    "operator": ">=",
    "input": ["@fact:totalPurchases.value", 5]
  },
  "isHighValue.value": {
    "operator": ">=",
    "input": ["@fact:lifetimeValue.value", 1000]
  },
  "isAtRisk.value": {
    "operator": ">=",
    "input": ["@fact:daysSinceLastPurchase.value", 30]
  },
  "isEngaged.value": {
    "operator": ">=",
    "input": ["@fact:emailEngagementRate.value", 0.2]
  },
  "isBirthdayMonth.value": {
    "operator": "=",
    "input": ["@fact:birthdayMonth.value", "@fact:currentMonth.value"]
  },
  "eligibleLoyaltyReward.value": {
    "operator": "and",
    "input": [
      "@fact:isLoyalCustomer.value",
      "@fact:isHighValue.value"
    ]
  },
  "eligibleWinBack.value": {
    "operator": "and",
    "input": [
      "@fact:isAtRisk.value",
      "@fact:isLoyalCustomer.value"
    ]
  },
  "eligibleBirthdayOffer.value": "@fact:isBirthdayMonth.value",
  "eligibleAppDownload.value": {
    "operator": "and",
    "input": [
      {"operator": "not", "input": ["@fact:hasAppInstalled.value"]},
      "@fact:isEngaged.value"
    ]
  },
  "loyaltyDiscount.value": [
    {
      "condition": "@fact:eligibleLoyaltyReward.value",
      "outcome": 0.20
    },
    {
      "outcome": 0
    }
  ],
  "winBackDiscount.value": [
    {
      "condition": "@fact:eligibleWinBack.value",
      "outcome": 0.15
    },
    {
      "outcome": 0
    }
  ],
  "birthdayDiscount.value": [
    {
      "condition": "@fact:eligibleBirthdayOffer.value",
      "outcome": 0.25
    },
    {
      "outcome": 0
    }
  ],
  "appDownloadBonus.value": [
    {
      "condition": "@fact:eligibleAppDownload.value",
      "outcome": 10
    },
    {
      "outcome": 0
    }
  ],
  "bestDiscount.value": {
    "operator": "max",
    "input": [
      "@fact:loyaltyDiscount.value",
      "@fact:winBackDiscount.value",
      "@fact:birthdayDiscount.value"
    ]
  },
  "eligibleCampaigns.value": {
    "operator": "generateArray",
    "input": [
      [
        "@fact:eligibleLoyaltyReward.value",
        "VIP Loyalty Program"
      ],
      [
        "@fact:eligibleWinBack.value",
        "We Miss You - Come Back Offer"
      ],
      [
        "@fact:eligibleBirthdayOffer.value",
        "Happy Birthday Special"
      ],
      [
        "@fact:eligibleAppDownload.value",
        "Download App & Get $10"
      ]
    ]
  },
  "recommendedProducts.value": {
    "operator": "map",
    "input": [
      "@fact:preferredCategory.value",
      {
        "electronics": ["Smart Watch", "Wireless Earbuds", "Tablet"],
        "clothing": ["Winter Jacket", "Designer Jeans", "Sneakers"],
        "home": ["Coffee Maker", "Air Purifier", "Smart Thermostat"]
      },
      ["Popular Item 1", "Popular Item 2", "Popular Item 3"]
    ]
  },
  "campaignMessage.value": {
    "operator": "stringTemplate",
    "input": [
      "Special offer: {{1}}\% off your next purchase! Plus {{2}} bonus.",
      {"operator": "*", "input": ["@fact:bestDiscount.value", 100]},
      [
        {
          "condition": {
            "operator": ">",
            "input": ["@fact:appDownloadBonus.value", 0]
          },
          "outcome": "$10 app download"
        },
        {
          "outcome": "free shipping"
        }
      ]
    ]
  }
}

{
  "isLoyalCustomer.value": true,
  "isHighValue.value": true,
  "isAtRisk.value": true,
  "isEngaged.value": true,
  "isBirthdayMonth.value": true,
  "eligibleLoyaltyReward.value": true,
  "eligibleWinBack.value": true,
  "eligibleBirthdayOffer.value": true,
  "eligibleAppDownload.value": true,
  "loyaltyDiscount.value": 0.20,
  "winBackDiscount.value": 0.15,
  "birthdayDiscount.value": 0.25,
  "appDownloadBonus.value": 10,
  "bestDiscount.value": 0.25,
  "eligibleCampaigns.value": [
    "VIP Loyalty Program",
    "We Miss You - Come Back Offer",
    "Happy Birthday Special",
    "Download App & Get $10"
  ],
  "recommendedProducts.value": ["Smart Watch", "Wireless Earbuds", "Tablet"],
  "campaignMessage.value": "Special offer: 25\% off your next purchase! Plus $10 app download bonus."
}

Key Patterns Used

Multi-criteria eligibility with boolean flags
Multiple campaign evaluation in parallel
Best offer selection using max operator
Dynamic list generation with generateArray
Personalized messaging with string templates
Product recommendations with category mapping

Financial: Loan Approval Decision

Evaluate loan applications based on credit score, income, and debt-to-income ratio.

Business Context

A lending institution needs to:

Calculate debt-to-income ratio
Determine approval status
Set interest rate based on risk profile
Calculate maximum loan amount
Specify required documentation

Implementation

{
  "applicantName.value": "John Smith",
  "annualIncome.value": 75000,
  "monthlyDebt.value": 1200,
  "creditScore.value": 720,
  "employmentYears.value": 5,
  "requestedAmount.value": 250000,
  "downPayment.value": 50000,
  "propertyValue.value": 300000,
  "hasCoApplicant.value": false
}

{
  "monthlyIncome.value": {
    "operator": "/",
    "input": ["@fact:annualIncome.value", 12]
  },
  "debtToIncomeRatio.value": {
    "operator": "/",
    "input": ["@fact:monthlyDebt.value", "@fact:monthlyIncome.value"]
  },
  "loanToValueRatio.value": {
    "operator": "/",
    "input": ["@fact:requestedAmount.value", "@fact:propertyValue.value"]
  },
  "meetsCreditScore.value": {
    "operator": ">=",
    "input": ["@fact:creditScore.value", 620]
  },
  "meetsDTI.value": {
    "operator": "<=",
    "input": ["@fact:debtToIncomeRatio.value", 0.43]
  },
  "meetsLTV.value": {
    "operator": "<=",
    "input": ["@fact:loanToValueRatio.value", 0.95]
  },
  "meetsEmployment.value": {
    "operator": ">=",
    "input": ["@fact:employmentYears.value", 2]
  },
  "isApproved.value": {
    "operator": "and",
    "input": [
      "@fact:meetsCreditScore.value",
      "@fact:meetsDTI.value",
      "@fact:meetsLTV.value",
      "@fact:meetsEmployment.value"
    ]
  },
  "riskTier.value": [
    {
      "condition": {
        "operator": "and",
        "input": [
          {"operator": ">=", "input": ["@fact:creditScore.value", 740]},
          {"operator": "<=", "input": ["@fact:debtToIncomeRatio.value", 0.36]}
        ]
      },
      "outcome": "Excellent"
    },
    {
      "condition": {
        "operator": "and",
        "input": [
          {
            "operator": "between",
            "input": ["@fact:creditScore.value", 680, 740, "INCLUSIVE_LEFT"]
          },
          {"operator": "<=", "input": ["@fact:debtToIncomeRatio.value", 0.40]}
        ]
      },
      "outcome": "Good"
    },
    {
      "condition": "@fact:isApproved.value",
      "outcome": "Fair"
    },
    {
      "outcome": "Poor"
    }
  ],
  "interestRate.value": {
    "operator": "map",
    "input": [
      "@fact:riskTier.value",
      {
        "Excellent": 0.0325,
        "Good": 0.0375,
        "Fair": 0.0425,
        "Poor": 0.0550
      },
      0.0550
    ]
  },
  "maxLoanAmount.value": {
    "operator": "*",
    "input": [
      "@fact:monthlyIncome.value",
      0.28,
      12,
      30
    ]
  },
  "meetsLoanAmount.value": {
    "operator": "<=",
    "input": ["@fact:requestedAmount.value", "@fact:maxLoanAmount.value"]
  },
  "finalDecision.value": [
    {
      "condition": {
        "operator": "and",
        "input": [
          "@fact:isApproved.value",
          "@fact:meetsLoanAmount.value"
        ]
      },
      "outcome": "Approved"
    },
    {
      "condition": {
        "operator": "and",
        "input": [
          "@fact:isApproved.value",
          {"operator": "not", "input": ["@fact:meetsLoanAmount.value"]}
        ]
      },
      "outcome": "Approved with Reduced Amount"
    },
    {
      "outcome": "Declined"
    }
  ],
  "approvedAmount.value": [
    {
      "condition": {
        "operator": "=",
        "input": ["@fact:finalDecision.value", "Approved"]
      },
      "outcome": "@fact:requestedAmount.value"
    },
    {
      "condition": {
        "operator": "=",
        "input": ["@fact:finalDecision.value", "Approved with Reduced Amount"]
      },
      "outcome": "@fact:maxLoanAmount.value"
    },
    {
      "outcome": 0
    }
  ],
  "monthlyPayment.value": [
    {
      "condition": {
        "operator": ">",
        "input": ["@fact:approvedAmount.value", 0]
      },
      "outcome": {
        "operator": "/",
        "input": [
          {
            "operator": "*",
            "input": [
              "@fact:approvedAmount.value",
              "@fact:interestRate.value"
            ]
          },
          12
        ]
      }
    },
    {
      "outcome": 0
    }
  ],
  "requiredDocuments.value": {
    "operator": "generateArray",
    "input": [
      [
        true,
        "Photo ID"
      ],
      [
        true,
        "Proof of Income"
      ],
      [
        true,
        "Tax Returns (2 years)"
      ],
      [
        "@fact:meetsEmployment.value",
        "Employment Verification"
      ],
      [
        {
          "operator": "=",
          "input": ["@fact:riskTier.value", "Fair"]
        },
        "Additional Credit References"
      ],
      [
        "@fact:hasCoApplicant.value",
        "Co-Applicant Documentation"
      ]
    ]
  },
  "declinedReasons.value": {
    "operator": "generateArray",
    "input": [
      [
        {"operator": "not", "input": ["@fact:meetsCreditScore.value"]},
        "Credit score below minimum requirement (620)"
      ],
      [
        {"operator": "not", "input": ["@fact:meetsDTI.value"]},
        "Debt-to-income ratio too high (max 43\%)"
      ],
      [
        {"operator": "not", "input": ["@fact:meetsLTV.value"]},
        "Loan-to-value ratio too high (max 95\%)"
      ],
      [
        {"operator": "not", "input": ["@fact:meetsEmployment.value"]},
        "Insufficient employment history (min 2 years)"
      ]
    ]
  }
}

{
  "monthlyIncome.value": 6250,
  "debtToIncomeRatio.value": 0.192,
  "loanToValueRatio.value": 0.833,
  "meetsCreditScore.value": true,
  "meetsDTI.value": true,
  "meetsLTV.value": true,
  "meetsEmployment.value": true,
  "isApproved.value": true,
  "riskTier.value": "Good",
  "interestRate.value": 0.0375,
  "maxLoanAmount.value": 525000,
  "meetsLoanAmount.value": true,
  "finalDecision.value": "Approved",
  "approvedAmount.value": 250000,
  "monthlyPayment.value": 781.25,
  "requiredDocuments.value": [
    "Photo ID",
    "Proof of Income",
    "Tax Returns (2 years)",
    "Employment Verification"
  ],
  "declinedReasons.value": []
}

Key Patterns Used

Financial ratio calculations (DTI, LTV)
Multi-criteria approval with AND logic
Risk-based tiering with multiple conditions
Dynamic document requirements with generateArray
Conditional calculations for approved amounts
Validation with feedback showing decline reasons

Inventory Management: Stock Reorder Decision

Determine when to reorder inventory based on current stock, sales velocity, and lead times.

Business Context

A warehouse needs to:

Calculate days of inventory remaining
Determine if reorder is needed
Calculate optimal reorder quantity
Set priority level for procurement
Estimate next stockout date

Implementation

{
  "productId.value": "SKU-12345",
  "currentStock.value": 150,
  "avgDailySales.value": 12,
  "supplierLeadTimeDays.value": 14,
  "minStockLevel.value": 100,
  "maxStockLevel.value": 500,
  "orderCost.value": 50,
  "unitCost.value": 25,
  "isSeasonalItem.value": false,
  "supplierReliability.value": "high"
}

{
  "daysOfInventory.value": {
    "operator": "/",
    "input": ["@fact:currentStock.value", "@fact:avgDailySales.value"]
  },
  "safetyStockDays.value": {
    "operator": "map",
    "input": [
      "@fact:supplierReliability.value",
      {
        "high": 3,
        "medium": 7,
        "low": 14
      },
      7
    ]
  },
  "reorderPoint.value": {
    "operator": "*",
    "input": [
      "@fact:avgDailySales.value",
      {
        "operator": "+",
        "input": [
          "@fact:supplierLeadTimeDays.value",
          "@fact:safetyStockDays.value"
        ]
      }
    ]
  },
  "needsReorder.value": {
    "operator": "<=",
    "input": ["@fact:currentStock.value", "@fact:reorderPoint.value"]
  },
  "stockoutRisk.value": [
    {
      "condition": {
        "operator": "<=",
        "input": ["@fact:daysOfInventory.value", "@fact:supplierLeadTimeDays.value"]
      },
      "outcome": "Critical"
    },
    {
      "condition": {
        "operator": "between",
        "input": [
          "@fact:daysOfInventory.value",
          "@fact:supplierLeadTimeDays.value",
          {
            "operator": "+",
            "input": [
              "@fact:supplierLeadTimeDays.value",
              "@fact:safetyStockDays.value"
            ]
          },
          "EXCLUSIVE_LEFT"
        ]
      },
      "outcome": "High"
    },
    {
      "condition": {
        "operator": "<=",
        "input": ["@fact:currentStock.value", "@fact:minStockLevel.value"]
      },
      "outcome": "Medium"
    },
    {
      "outcome": "Low"
    }
  ],
  "optimalOrderQty.value": [
    {
      "condition": "@fact:needsReorder.value",
      "outcome": {
        "operator": "-",
        "input": [
          "@fact:maxStockLevel.value",
          "@fact:currentStock.value"
        ]
      }
    },
    {
      "outcome": 0
    }
  ],
  "orderValue.value": {
    "operator": "*",
    "input": ["@fact:optimalOrderQty.value", "@fact:unitCost.value"]
  },
  "totalOrderCost.value": {
    "operator": "+",
    "input": ["@fact:orderValue.value", "@fact:orderCost.value"]
  },
  "estimatedStockoutDate.value": [
    {
      "condition": {
        "operator": ">",
        "input": ["@fact:avgDailySales.value", 0]
      },
      "outcome": {
        "operator": "addDate",
        "input": [
          {"operator": "now", "input": []},
          {
            "operator": "floor",
            "input": ["@fact:daysOfInventory.value"]
          },
          "days"
        ]
      }
    },
    {
      "outcome": null
    }
  ],
  "procurementPriority.value": {
    "operator": "map",
    "input": [
      "@fact:stockoutRisk.value",
      {
        "Critical": "Urgent - Rush Order",
        "High": "High Priority",
        "Medium": "Normal Priority",
        "Low": "Low Priority"
      },
      "Normal Priority"
    ]
  },
  "shouldExpedite.value": {
    "operator": "=",
    "input": ["@fact:stockoutRisk.value", "Critical"]
  },
  "recommendations.value": {
    "operator": "generateArray",
    "input": [
      [
        "@fact:needsReorder.value",
        {
          "operator": "stringTemplate",
          "input": [
            "Reorder {{1}} units (Cost: ${{2}})",
            "@fact:optimalOrderQty.value",
            {"operator": "numberFormat", "input": ["@fact:totalOrderCost.value", 2]}
          ]
        }
      ],
      [
        "@fact:shouldExpedite.value",
        "Consider expedited shipping"
      ],
      [
        {
          "operator": "and",
          "input": [
            "@fact:isSeasonalItem.value",
            "@fact:needsReorder.value"
          ]
        },
        "Adjust for seasonal demand patterns"
      ]
    ]
  }
}

{
  "daysOfInventory.value": 12.5,
  "safetyStockDays.value": 3,
  "reorderPoint.value": 204,
  "needsReorder.value": true,
  "stockoutRisk.value": "High",
  "optimalOrderQty.value": 350,
  "orderValue.value": 8750,
  "totalOrderCost.value": 8800,
  "estimatedStockoutDate.value": "2025-10-21T14:30:00Z",
  "procurementPriority.value": "High Priority",
  "shouldExpedite.value": false,
  "recommendations.value": [
    "Reorder 350 units (Cost: $8,800.00)"
  ]
}

Key Patterns Used

Inventory calculations (days of inventory, reorder points)
Risk assessment with tiered thresholds
Dynamic reorder quantities based on min/max levels
Date projections for stockout estimation
Priority mapping for procurement urgency
Conditional recommendations with string templates

What’s Next?

Rule Patterns

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Operations Reference

Detailed reference for all operators used

Core Concepts

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Getting Started

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Assistants

Flows

Account Management

Advanced

Overview

E-commerce: Checkout Pricing

Business Context

Implementation

Key Patterns Used

CRM: Lead Scoring & Qualification

Business Context

Implementation

Key Patterns Used

Customer Support: Ticket Routing & Prioritization

Business Context

Implementation

Key Patterns Used

Marketing: Campaign Eligibility

Business Context

Implementation

Key Patterns Used

Financial: Loan Approval Decision

Business Context

Implementation

Key Patterns Used

Inventory Management: Stock Reorder Decision

Business Context

Implementation

Key Patterns Used

What’s Next?

Rule Patterns

Operations Reference

Core Concepts

Getting Started

​Overview

​E-commerce: Checkout Pricing

​Business Context

​Implementation

​Key Patterns Used

​CRM: Lead Scoring & Qualification

​Business Context

​Implementation

​Key Patterns Used

​Customer Support: Ticket Routing & Prioritization

​Business Context

​Implementation

​Key Patterns Used

​Marketing: Campaign Eligibility

​Business Context

​Implementation

​Key Patterns Used

​Financial: Loan Approval Decision

​Business Context

​Implementation

​Key Patterns Used

​Inventory Management: Stock Reorder Decision

​Business Context

​Implementation

​Key Patterns Used

​What’s Next?

Rule Patterns

Operations Reference

Core Concepts

Getting Started

Overview

E-commerce: Checkout Pricing

Business Context

Implementation

Key Patterns Used

CRM: Lead Scoring & Qualification

Business Context

Implementation

Key Patterns Used

Customer Support: Ticket Routing & Prioritization

Business Context

Implementation

Key Patterns Used

Marketing: Campaign Eligibility

Business Context

Implementation

Key Patterns Used

Financial: Loan Approval Decision

Business Context

Implementation

Key Patterns Used

Inventory Management: Stock Reorder Decision

Business Context

Implementation

Key Patterns Used

What’s Next?